Global Citizenship & Residency Private Client Advisor

Henley & Partners - The Firm of Global Citizens®; New York (NY); On-site; USD 100,000 - 120,000; Full time

Benefits offered by this job

Base salary

Commission based on performance

Health insurance

401K retirement match

PTO 20 days

Job summary

Henley & Partners - The Firm of Global Citizens® is seeking a Private Client Advisor to drive new business growth with high-net-worth clients. You will develop relationships with intermediaries, private banks, and family offices while managing a robust pipeline.

You will own the full sales cycle—from prospecting to consultation and closing—delivering tailored citizenship and residency planning solutions. A commercial mindset and resilience are essential for success.

Qualifications

• Minimum 3 years' experience in business development or related sales roles.
• Bachelor's degree in Business, Economics, Marketing, or related field, or equivalent commercial experience.
• Proven success in generating new business and achieving sales targets.
• Experience working with high-net-worth clients, private banks, wealth managers, or family offices is advantageous.
• Residence/citizenship planning experience is beneficial but not essential; training will be provided.
• CRM proficiency and multilingual capabilities are advantageous.

Responsibilities

• Generate leads through networking, referrals, strategic partnerships, events, and other business development activities.
• Develop and convert a pipeline of high-net-worth clients for residence and citizenship planning services.
• Build and maintain relationships with intermediary partners, professional advisors, family offices, private banks, wealth managers, lawyers, tax advisors, and referral sources.
• Own the full sales cycle from prospecting to conversion.
• Conduct consultative client meetings to understand objectives and recommend solutions.
• Deliver compelling presentations and maintain follow-up throughout complex sales processes.
• Meet or exceed sales, pipeline, and revenue targets with accurate CRM records.
• Collaborate with Relationship Managers and global teams to ensure a seamless client experience.
• Nurture long-term client relationships and identify cross-selling opportunities.
• Represent Henley & Partners with professionalism and discretion while staying informed on market developments.

Skills

Networking

Business development

Relationship building

Communication

Negotiation

Presentation skills

Consultative selling

Hunter mentality

Self-motivation

Education

Bachelor's degree in Business / Economics / Marketing or related field

Tools

CRM software

Job description

Henley & Partners - The Firm of Global Citizens® is seeking a Private Client Advisor to drive new business growth with high-net-worth clients. You will develop relationships with intermediaries, private banks, and family offices while managing a robust pipeline.

You will own the full sales cycle—from prospecting to consultation and closing—delivering tailored citizenship and residency planning solutions. A commercial mindset and resilience are essential for success.